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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
776
Dynamic Advisor Solutions
Arizona
$354K -$10.7K -132 -2%
FDCDDQ
777
Federation des caisses Desjardins du Quebec
Quebec, Canada
$354K -$408K -5,010 -43%
GT
778
Glenview Trust
Kentucky
$353K +$2.77K +34 +0.5%
PWPS
779
Pinnacle Wealth Planning Services
Ohio
$350K +$290K +3,563 +120%
USGIU
780
U.S. Global Investors (USGI)
Texas
$349K – – –
MIM
781
Miller Investment Management
Pennsylvania
$349K +$529K +6,500 New
IFAM
782
Institutional & Family Asset Management
Colorado
$348K +$16.3K +200 +3%
WIC
783
Wilkins Investment Counsel
Massachusetts
$347K -$40K -491 -7%
II
784
Inspire Investing
Idaho
$345K +$130K +1,592 +33%
YMRC
785
Yorktown Management & Research Company
Virginia
$338K -$354K -4,350 -41%
CG
786
Caprock Group
Idaho
$337K -$2.12K -26 -0.4%
CCM
787
Covington Capital Management
California
$334K -$10.3K -127 -2%
ISWM
788
Independent Solutions Wealth Management
New York
$334K +$44.2K +543 +10%
MRCM
789
M&R Capital Management
New Jersey
$333K -$14K -172 -3%
CRC
790
Curi RMB Capital
Illinois
$333K +$12.1K +149 +2%
MTC
791
McDaniel Terry & Co
Texas
$332K +$8.71K +107 +2%
EFS
792
Essex Financial Services
Connecticut
$330K -$341K -4,193 -41%
FAIM
793
Financial Advocates Investment Management
Washington
$328K -$72K -885 -13%
YIA
794
YHB Investment Advisors
Connecticut
$328K -$47.2K -580 -9%
SC
795
SRB Corp
Massachusetts
$328K +$144K +1,775 +41%
GP
796
Girard Partners
Pennsylvania
$327K +$184K +2,260 +59%
SC
797
Savant Capital
Illinois
$325K -$94.3K -1,159 -16%
FA
798
Faithward Advisors
Pennsylvania
$324K -$17.9K -220 -4%
HCA
799
Heck Capital Advisors
Wisconsin
$323K – – –
VDI
800
Vaughan David Investments
Illinois
$322K -$31.7K -390 -6%
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